Core Viewpoint - The latest report from TrendForce indicates that by August 2025, the prices of certain television panels are expected to stabilize, while monitor and laptop panel prices remain unchanged [1]. Television Panels - In August, the prices of 43-inch and 32-inch television panels are expected to stop declining. The average price for a 65-inch television panel is projected to be $172, down $1 from the previous month, a decrease of 0.6%. The lowest price is $166 and the highest is $175 [6]. - The average price for a 55-inch television panel is $123, down $1 from the previous month, a decrease of 0.8%. The lowest price is $117 and the highest is $125 [6]. - The average price for a 43-inch television panel is $64, with a minimum price of $62 and a maximum of $65 [6]. - The average price for a 32-inch television panel is $35, with a minimum price of $34 and a maximum of $36 [6]. Monitor Panels - The report indicates that the prices of monitor panels remain unchanged. The average price for a 27-inch IPS panel is $63, with a minimum price of $57.6 and a maximum of $65.8 [7]. - The average price for a 23.8-inch IPS panel is $49.9, with a minimum price of $47.1 and a maximum of $51.4 [7]. Laptop Panels - The prices of laptop panels are expected to remain stable across various sizes. The average price for a 17.3-inch TN panel is $38.3, with a minimum price of $37.7 and a maximum of $39.8 [8]. - The average price for a 15.6-inch Value IPS panel is projected to be $40.3, unchanged from the previous month, with a minimum price of $38.6 and a maximum of $41.9 [8]. - The average price for a 14.0-inch TN panel has stabilized at $26.9, with a minimum price of $26.4 and a maximum of $28.1 [8]. - The average price for an 11.6-inch TN panel has also stabilized at $25.1, with a minimum price of $24.2 and a maximum of $26.5 [8].

Core Viewpoint - LG Display proposed a simplified tandem OLED technology to Apple, which could potentially be used in future iPhone models, but any implementation is unlikely before 2028 [1][3]. Group 1: Technology Overview - The simplified tandem OLED technology involves stacking the blue sub-pixels in two layers while keeping the red and green sub-pixels in a single layer, enhancing efficiency and reducing power consumption [1][2]. - Current iPhone OLED screens utilize a single-layer stacking method for RGB sub-pixels, while the proposed technology aims to improve brightness and battery life [1]. Group 2: Competitive Landscape - LG Display has been more proactive in proposing tandem OLED technology to Apple compared to Samsung Display, which is reportedly lagging in this area [5]. - Apple has previously adopted dual tandem OLED technology for its iPad, indicating a willingness to explore advanced OLED solutions in its product lineup [2][3]. Group 3: Supply Chain Dynamics - Apple is likely to engage multiple suppliers, including Samsung Display and BOE, to maintain negotiation leverage and avoid dependency on a single manufacturer [5]. - In 2024, LG Display is expected to supply more OLED panels for iPads than Samsung Display, reflecting its growing role in Apple's supply chain [3].

Core Viewpoint - The article discusses the upcoming 2025 Global Display Industry Mid-Year Data Release Conference, highlighting the evolution and competition between new and old display technologies, particularly focusing on LCD and OLED technologies [1][4]. Group 1: Event Details - The conference is organized by the China Optical Optoelectronics Industry Association LCD Branch and Nikkei BP, scheduled for August 7 in Shanghai [1]. - TrendForce's Vice President, Fan Boyu, will present on the transformation and evolution of the display industry [1]. Group 2: Industry Expertise - Fan Boyu has nearly 20 years of experience in the display industry, with a strong background in supply chain and cost analysis [1]. - His research has previously focused on panel components, cost analysis, and small-sized panel applications in mobile devices, and he is now concentrating on the overall development and future trends of the display industry [1].

Core Viewpoint - The global esports display market continues to grow despite macroeconomic uncertainties, with TCL Huaxing leading in the esports MNT display segment, capturing a significant market share and focusing on expanding into full-scene esports displays [1][3][19]. Group 1: Market Growth and Trends - The global LCD esports monitor panel shipment is expected to reach 32.42 million units in 2024, a year-on-year increase of 12%, with TCL Huaxing's shipments projected to grow by approximately 40% [1]. - The demand for esports displays is evolving from a focus on hardware performance to a multi-dimensional approach that includes immersive experiences, eye health, and low-carbon solutions [3][19]. Group 2: Technological Advancements - TCL Huaxing's rise in the esports MNT sector is attributed to its foresight in market trends and deep understanding of user needs, having identified the potential of esports users as early as 2019 [3][5]. - The introduction of HVA technology has significantly improved response times and contrast ratios, addressing issues like motion blur and high latency in traditional displays [4][5]. Group 3: Product Innovations - During ChinaJoy 2025, TCL Huaxing unveiled new esports MNT display technologies, including HVA Fast, HVA Black, and HFS Shoot, tailored to different gaming scenarios [7][8]. - The company also showcased advancements in printed OLED technology, which offers low blue light and precise color reproduction, aimed at reducing visual fatigue for gamers [9][13]. Group 4: Strategic Vision - TCL Huaxing aims to extend its leadership beyond esports MNT displays to encompass a full ecosystem of esports display technologies across various devices, including mobile phones, tablets, and gaming TVs [11][19]. - The company is committed to maintaining a competitive edge through continuous technological upgrades and collaborative partnerships within the esports ecosystem [16][18].

Core Viewpoint - UDC reported a positive financial performance for Q2 2025, with total revenue and net profit showing significant year-over-year growth, indicating resilience and potential in the OLED market despite challenges in material sales [1][3][5]. Financial Performance Summary - For Q2 2025, total revenue reached $171.8 million, an 8% increase from $158.5 million in Q2 2024, while net profit rose by 28% to $67.3 million from $52.3 million [1][2]. - In the first half of 2025, total revenue was $338.1 million, a 4% increase from $323.8 million in the same period of 2024, with net profit growing by 20% to $131.7 million from $109.2 million [3][4]. Business Segment Analysis - Material sales in Q2 2025 were $88.7 million, down 7% from $95.4 million in Q2 2024. Royalty and license fees increased by 27% to $75.7 million from $59.6 million, while contract research services revenue rose to $7.5 million from $3.5 million [2][3]. - For the first half of 2025, material sales totaled $174.8 million, a decrease of 7% from $188.7 million in the first half of 2024. Royalty and license fees increased by 16% to $149.2 million from $127.8 million, and contract research services revenue grew to $14 million from $7.2 million [4][5]. Future Outlook - UDC has raised its revenue guidance for 2025, now expecting total revenue between $650 million and $700 million, driven by growth in the OLED IT market and expanding applications in consumer electronics and automotive sectors [6].

Core Viewpoint - The company is planning to issue overseas listed shares (H-shares) and list on the Hong Kong Stock Exchange to enhance its international strategy, accelerate overseas business development, and improve its overall competitiveness and international brand image [1][3]. Group 1: Company Overview - The company specializes in 12-inch wafer foundry services and has achieved mass production of various products including display driver ICs (DDIC), CMOS image sensors (CIS), microcontrollers (MCU), power management ICs (PMIC), and logic applications [3]. - The company's revenue for 2024 is projected to be approximately 9.249 billion yuan, a year-on-year increase of 27.69%, with a net profit of about 482 million yuan, reflecting a significant year-on-year growth of 304.65% [3]. Group 2: Product Development - In the OLED sector, the company has successfully mass-produced 40nm high-voltage OLED display driver chips and is making progress in the development of 28nm OLED display driver chips [4]. - The company is also developing Micro OLED technology for AR/VR applications and has successfully lit up a panel with its 110nm Micro OLED chip [4]. Group 3: Strategic Investments - Recently, Huakin Technology Co., Ltd. acquired 120,368,109 shares of the company, representing 6.00% of its total share capital, for approximately 2.392 billion yuan (about 239.3 million) [4][5]. - This transaction reflects Huakin Technology's confidence in the company's future development and long-term investment value, aiming to enhance resource integration and collaboration within the industry [5]. Group 4: Shareholder Structure - The top four shareholders of the company are Hefei Construction Investment Holding Group Co., Ltd. (23.35%), Lijian Innovation Investment Holding Co., Ltd. (19.08%), Hefei Chip-Screen Industry Investment Fund (16.39%), and Midea Innovation Investment Co., Ltd. (2.54%) [5].

Core Viewpoint - The ChinaJoy event showcased a wide range of cutting-edge technologies and innovative products in the gaming and entertainment industry, highlighting advancements in display technology and gaming hardware [1][62]. Group 1: TCL Innovations - TCL presented the QD-Mini LED TV, a 98-inch model featuring fourth-generation LCD technology for an edge-to-edge viewing experience [2]. - TCL Huaxing introduced several printed OLED products, including a 14-inch printed OLED panel with a resolution of 1920 × 1200, designed to minimize image artifacts [4]. - The company also showcased a 16-inch 2.5K printed OLED display with a resolution of 2560 × 1600 and a 27-inch 4K printed OLED monitor with a resolution of 3840 × 2160 [6][8]. Group 2: Gaming Hardware - Various brands, including Lenovo, ASUS, and AOC, displayed high-refresh-rate gaming monitors, with Lenovo's Legion Y9000P laptop featuring a 240Hz refresh rate [21][23][29]. - ASUS showcased curved gaming monitors with native refresh rates of 280Hz, while AOC presented a custom monitor for "Counter-Strike 2" with a 310Hz refresh rate [25][27]. - MSI introduced a handheld gaming device, the CLAW 8, designed with ergonomic features and a high-refresh-rate screen [39]. Group 3: Display Technology Trends - The event highlighted a trend towards high refresh rates and resolutions, with products like the 480Hz OLED monitor from Sony and the 330Hz refresh rate of Hisense's E8Q Pro [62]. - Mini LED technology was prominently featured by brands such as TCL, Hisense, and Samsung, while printed OLED technology was emphasized by TCL Huaxing [62]. - The emergence of innovative display forms, such as AR glasses from TCL and handheld gaming devices from MSI, indicates a shift towards more diverse smart devices in the industry [62][63]. Group 4: Industry Collaboration - The event underscored the increasing collaboration within the industry, exemplified by TCL Huaxing's partnerships with multiple terminal brands to showcase their panel technology [63].

Core Viewpoint - TCL Huaxing aims to establish a new growth pole in the esports display industry by showcasing its latest esports MNT display technology at ChinaJoy 2025, collaborating with major brands to enhance user experience in the esports sector [1][22]. Group 1: Event Overview - The 22nd China International Digital Interactive Entertainment Exhibition (ChinaJoy 2025) opened with TCL Huaxing presenting its theme "Screen Defines Dimension, Passion Unleashed" alongside partners like Samsung, Lenovo, and LG [1][16]. - A grand opening ceremony featured key executives from TCL Huaxing and partner companies, highlighting the collaborative effort in advancing display technology [3][14]. Group 2: Market Position and Strategy - TCL Huaxing has achieved the global number one market share and shipment volume in esports MNT displays from 2022 to 2024, with one in three esports monitors using TCL Huaxing screens [5][22]. - The company plans to continue expanding its esports product line across various formats, including mobile, tablets, laptops, monitors, and gaming TVs, to meet global consumer demands [5][22]. Group 3: Technological Innovations - The demand for esports displays is shifting from performance-driven to experience-oriented, focusing on personalized needs such as picture quality, eye care, and low carbon emissions [6]. - TCL Huaxing's APEX brand emphasizes four key principles: enhanced display experience, trusted visual health, sustainable low carbon, and limitless future imagination [6]. - New display technologies such as HVA Fast, HVA Black, and HFS Shoot were introduced, catering to different gaming genres and enhancing the overall gaming experience [7][10]. Group 4: Collaborative Efforts and Marketing - TCL Huaxing's collaboration with major brands aims to create a comprehensive esports ecosystem, showcasing a variety of esports products at the exhibition [16][19]. - The company has invested in esports IP marketing for five consecutive years, focusing on building a "screen universe" that connects brand partners with esports communities [19][22].

Core Viewpoint - Sharp has announced an asset transfer agreement with Aoi Electronics, selling its second factory in Mie Prefecture, previously used for producing small to medium-sized LCD panels, as part of its strategy to shift towards a brand-centric business model and optimize idle resources [1][4]. Group 1 - The agreement includes the sale of the second factory and part of the land in the Mie base, with Sharp assisting Aoi in establishing a semiconductor packaging production line [1][4]. - Sharp's Mie No. 2 factory was primarily used for producing small to medium-sized LCD panels for smartphones until it ceased operations after May 2024 [4]. - The Mie site consists of four factories, with the first and second factories already sold to Aoi, indicating a significant shift in Sharp's operational focus [4]. Group 2 - Aoi plans to enhance its advanced packaging business capabilities by leveraging the newly acquired second factory and the previously purchased first factory, aiming for full production by the fiscal year 2027 [4]. - Sharp will support Aoi through its subsidiary responsible for small to medium-sized panel business, facilitating the rapid establishment of the semiconductor packaging line [4].

Core Viewpoint - LeKai Film Co., Ltd. announced the acquisition of LeKai Optoelectronic Materials Co., Ltd. and the completion of the TAC Film production line project, which is currently in trial production phase [1][4]. Group 1: Project Overview - The TAC Film production line project utilized fundraising of 250 million yuan, with an actual investment of 212.18 million yuan [4]. - The project includes the construction of a production line factory and the installation of a TAC film production line, with an expected annual production capacity of 24 million square meters upon reaching full production [4]. Group 2: Strategic Importance - The completion of the project is expected to enhance the company's product structure, profitability, and market competitiveness [4]. - The TAC film is a critical component of LCD polarizers, serving as a protective layer that ensures high light transmittance and stability of the display [4]. Group 3: Company Background - LeKai Optoelectronic primarily produces TAC films and related deep-processing products, with two modern casting production lines and an annual production capacity of approximately 25 million square meters [4].